Venugopal Reddy is a registered investment advisor at Fbs Securities, based in Mckinney, TX, with 6 years of industry experience. Venugopal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 111 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
3900 S Stonebridge Dr, Suite 1104, Mckinney, TX, 75070
Get directionsHistory
Regulatory History (1)
Regulatory
July 2025Other Business Activities
Venugopal is a managing member of FBS Capital LLC (formed but not yet started), a manager and 50% owner of FortyTwo Investment Advisors, LLC (taking about a quarter of his time), and a manager of FortyTwo Investment Partners LLC and FortyTwo Carry, LLC (minimal time). He is also a member of the Rotary Club of McKinney, dedicating a few hours per week.
Employment History
Current Registrations
Fbs Securities
Previous Registrations
World Choice Securities, INC.Broker
Ashland Securities, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.